Has anyone figured out a way to auto populate the ‘End Date’ field when creating a new Success Plan? For a specific Success Plan we have in place the end date would always start out 60 days from the date of creation and it would be nice to automate this for our team.
Automate 'End Date' when creating Success Plan
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Hi@tmaggio58
Does “end date” mean “due date”? Will being able to configure default value for “due date” in success plan admin solve the problem? Currently, success plans don’t have this capability. We are also working on updating/editing success plans via rules engine. It is in our medium term roadmap
Hi, this would also be helpful for our team!